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Showing 51 - 60 of 313 results for "Advisers"

Ironbark snaps up trio of hires to supercharge wholesale team

ELIZABETH FRY  |  THURSDAY, 2 OCT 2025  |  NEWS
... firm's long-term wholesale distribution strategy while deepening relationships with dealer groups, independent financial advisers, private wealth firms, family offices, research houses, platforms, and consultants. She brings over 20 years of industry ...

GROW recruits HESTA exec to lead product push

ELIZABETH FRY  |  THURSDAY, 2 OCT 2025  |  NEWS
... MUFG Pension and Retirement Services-formerly Link Group-to GROW Inc. proved contentious for HESTA members and financial advisers, with the fund enforcing an extensive seven-week period of limited services. HESTA terminated its decade-long partnership ...

Koda Capital names first partner from career program

STAFF WRITER  |  THURSDAY, 18 SEP 2025  |  NEWS
... each adviser looks after 40 clients, on average, according to client statistics on its website. Last May, five financial advisers from JB Were joined the company.

Podcast: Clearing up confusion on product labelling

THE GREENER WAY  |  TUESDAY, 2 SEP 2025  |  NEWS
... chats with Dugald Higgins, head of responsible investment and real assets for the broader Zenith Group, on how financial advisers can benefit from a more rigorous debate on how investment managers address ESG and sustainability. He also explains why ...

Integro Private Wealth to expand national footprint

MICHELLE BALTAZAR  |  THURSDAY, 28 AUG 2025  |  NEWS
... Jameson Johnston to provisional adviser. Evans will help mentor Integro's provisional year (PY) associates and emerging advisers, while Johnston, aged 22, is among the country's youngest financial advisers, in line with Integro's plan to nurture young ...

Philanthropic sectors want investment advisers to step up

KARREN VERGARA  |  MONDAY, 25 AUG 2025  |  NEWS
A new study shows that the philanthropic sector is increasingly demanding investment advisers that can achieve the dual purpose of fulfilling strong financial performance and mission alignment. The Mission Meets Capital report canvassed trusts and foundations ...

AMP recruits former SSGA sales manager

MICHELLE BALTAZAR  |  THURSDAY, 14 AUG 2025  |  NEWS
... platforms at AMP. "She will play a key role in helping our team deliver great outcomes that benefit asset consultants, advisers and their clients." Trenfield will report into Rory Scott, head of strategic growth at North. In July, AMP named Harry Georges ...

Former fund investment chief joins JANA

MICHELLE BALTAZAR  |  THURSDAY, 31 JUL 2025  |  NEWS
... consultant JANA boosts its not-for-profit (NFP) consulting ranks with its recent hire. Linda Trusler joined JANA Investment Advisers as senior consultant this month, focusing on the institutional client base of the group in the NFP sector. In this role ...

Picture Wealth named fastest-growing planner: report

MICHELLE BALTAZAR  |  THURSDAY, 24 JUL 2025  |  NEWS
... start-up is enjoying a rapid growth phase. Picture Wealth Advisory leads the top 10 AFSLs with the highest number of new advisers in the year to June, based on a new financial adviser report released by Rainmaker Information this week. The report found ...

AMP appoints sales lead for North

ELIZABETH FRY  |  THURSDAY, 17 JUL 2025  |  NEWS
AMP has appointed a new head of national sales for North in a bid to strengthen the team and expand support for advisers across the country. Harry Georges has stepped into the role, bringing over 20 years of experience across advice, insurance, and ...